Archives for November 2022
Nearly 2,400 attend PFS Festival of Financial Planning
Nearly 2,400 financial professionals attended this week’s Personal Finance Society’s two-day Festival of Financial Planning – the biggest event of its kind this year. The event at the NEC in Birmingham attracted 2,133 on its first day followed by 1,924 on the second day, with many attendees going to both days. The total number of people […]
Nearly 2,400 attend PFS Festival of Financial Planning
Nearly 2,400 financial professionals attended this week’s Personal Finance Society’s two-day Festival of Financial Planning – the biggest event of its kind this year. The event at the NEC in Birmingham attracted 2,133 on its first day followed by 1,924 on the second day, with many attendees going to both days. The total number of people […]
FSCS declares IFG Financial Services Ltd as failed
The FSCS has today declared as failed former major advice firm IFG Financial Services Ltd. The firm (FRN: 114664) had 37 trading names in a long history from 1984 until it ceased to be authorised by the FCA in January 2016 after being sold to Ascot Lloyd. The move by the FSCS opens the doors […]
Kitces & Carl Ep 98: Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table
For many financial advisors, prospecting efforts have traditionally been based on a perspective of scarcity, where the aim was to focus on connecting with and closing as many prospects as possible, regardless of their actual needs. However, in order to accommodate a wide range of clients with wildly diverse needs, firms often need to provide […]
Kitces & Carl Ep 98: Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table
For many financial advisors, prospecting efforts have traditionally been based on a perspective of scarcity, where the aim was to focus on connecting with and closing as many prospects as possible, regardless of their actual needs. However, in order to accommodate a wide range of clients with wildly diverse needs, firms often need to provide […]
How you can protect yourself as fraudsters target UK taxpayers
‘Tis the season for, well, lots of things. Get trick or treating out of the way, and then it’s time for the holidays. Finish unwrapping your presents, and get ready for New Year’s Eve. Once you’ve caught up on your sleep, it’s arguably the most exciting time of all – that’s right, tax season. In […]
6 Strategies for Your Small Business to Save Money
With the economy’s ups and downs, every small business owner is looking for ways to cut costs and stay afloat. Luckily there are creative ways to do just that. Here are some suggestions from the professionals at Remote Quality Bookkeeping you should try: Go Paperless On average, a company spends around $180 to create a one-page […]
Where to start on your Xero education journey
We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. Spending time educating yourself on Xero can help you get time back once you’ve built up your confidence. You probably know by now that when you have a question about Xero, Xero Central […]
